What hedge funds are most similar to Econ Financial Services Corp?

The funds with the most similar 13F portfolios to Econ Financial Services Corp are SKBA, Hillman ,, MATRIX ASSET ADVISORS /NY, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Econ Financial Services

13F Portfolio OverlapQ1 2026Econ Financial Services portfolio →

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Most similar hedge funds by 13F overlap

Econ Financial Services Corp is an institutional investor managing $215M across 74 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Econ Financial Services are SKBA, Hillman ,, MATRIX ASSET ADVISORS /NY, with shared positions in $MDT, $HSY, $NKE, $PFE, $TXN, $UNP. The full ranking of 25 similar funds is below.

#1SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$MDT $HSY $NKE $PFE $TXN $UNP

$728M

79 positions

#2Hillman Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$PFE $CVS $NKE $BA $HSY $UPS

$144M

56 positions

#3MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 8 shared positions

$MDT $TXN $TSN $LOW $GNRC $USB

$1.1B

105 positions

#4WAYCROSS PARTNERS, LLCActive

Notable overlap · 7 shared positions

$LOW $DAL $IR $MCD $BA $NKE

$1.0B

76 positions

#5Palouse Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$TXN $PFE $TSN $UPS $MDT $BA

$151M

135 positions

#6Willis Investment CounselActive

Notable overlap · 6 shared positions

$PFE $TXN $HSY $MDT $MCD $GNRC

$1.8B

123 positions

#7Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$WT $PFE $TXN $MDT $NKE $AMGN

$477M

70 positions

#8SECTOR GAMMA ASActive

Notable overlap · 5 shared positions

$MDT $PFE $CVS $GEHC $AMGN

$423M

42 positions

#9Disciplined Equity Management, Inc.Active

Notable overlap · 9 shared positions

$PFE $NKE $DOW $PLTR $PFH $F

$199M

44 positions

#10CAMBIAR INVESTORS LLCActive

Notable overlap · 6 shared positions

$DAL $MDT $TXN $UBER $UNP $USB

$2.2B

145 positions

#11BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 6 shared positions

$HSY $TXN $LOW $NKE $ITW $AMGN

$222M

34 positions

#12SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 5 shared positions

$PFE $MDT $UPS $BA $GEHC

$3.0B

40 positions

#13Game Creek Capital, LPPassive

Notable overlap · 6 shared positions

$MDT $DAL $PFE $XYZ $UBER $GNRC

$301M

93 positions

#14Nexus Investment Management ULCActive

Notable overlap · 5 shared positions

$MDT $PFE $TXN $UPS $UNP

$715M

70 positions

#15Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$MCD $HSY $UPS $ITW $USB $AMGN

$184M

32 positions

#16Monte Financial Group, LLCPassive

Notable overlap · 5 shared positions

$PFE $HSY $UPS $MDT $TXN

$282M

100 positions

#17MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$MDT $MCD $UPS $TXN $UNP $PFH

$220M

148 positions

#18North Forty Two & Co.Passive

Notable overlap · 7 shared positions

$HSY $ABNB $WT $UNP $USB $AMGN

$108M

97 positions

#19Signature Wealth Management GroupPassive

Notable overlap · 6 shared positions

$HSY $PFE $TXN $UPS $MCD $BA

$263M

128 positions

#20EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$PFE $CVS $TXN $UNP $USB $AMGN

$1.4B

56 positions

#21CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$PFE $MCD $HSY $MDT $USB $NKE

$1.4B

80 positions

#22Nan Shan Life Insurance Co., Ltd.Active

Notable overlap · 7 shared positions

$PFE $NKE $XYZ $CVS $USB $UBER

$2.8B

87 positions

#23Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$PFE $TXN $MDT $UPS $PFH $AMGN

$1.3B

138 positions

#24Argo Wealth Advisory, LLCActive

Notable overlap · 5 shared positions

$WT $LOW $PFE $ITW $AMGN

$170M

48 positions

#25Winter & Associates, Inc.Passive

Notable overlap · 4 shared positions

$XYZ $WT $NKE $PLTR

$114M

84 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.